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Frequently Asked questions

Welcome to the Business Joy FAQ page! Here you'll find answers to common questions about our CRM software. If you have any additional questions, please feel free to contact our support team.

General FAQs

Business Joy is an online CRM software designed to help businesses manage their customer relationships, invoicing, leads, customer support, company roles, permissions, appointments, and notifications efficiently.

You can sign up for Business Joy by visiting our Signup page and filling out the registration form with your details. Once you complete the registration process, you can start using our CRM features.

Business Joy is a web-based application that can be accessed via any modern web browser on devices with an internet connection. There are no specific system requirements beyond this.

Currently, Business Joy is accessible through mobile web browsers. We are working on developing a dedicated mobile app for a more seamless experience on mobile devices.

You can contact our customer support team by emailing support@businessjoy.com or by using the support chat feature available on our website.

Invoice Module FAQs

To create an invoice, navigate to the Invoice module, click on "Create New Invoice," fill in the required details such as client information, items, and amounts, and then save or send the invoice directly to your client.

Yes, Business Joy allows you to customize your invoice formula. You can add your calculation, change the login, and include additional fields as needed.

In the Invoice module, you can view all invoices and their statuses. Unpaid invoices will be marked as "Pending" or "Overdue," while paid invoices will be marked as "Paid."

Lead Management FAQs

To add a new lead, go to the Leads module, click on "Add New Lead," enter the lead's details such as name, contact information, and lead source, and then save the lead.

Yes, you can assign leads to specific team members by selecting the team member from the dropdown menu when adding or editing a lead.

Customer Support FAQs

To create a support ticket, navigate to the Customer Support module, click on "Create New Ticket," enter the necessary information such as the customer's issue and contact details, and submit the ticket.

You can track the status of support tickets in the Customer Support module. Each ticket will display its current status (e.g., Open, In Progress, and Resolved) and any updates or notes.

Company, Role, and Permission Management FAQs

Currently, business joy is following per user/month system. So, just email or contact our customer support, they will create new user for your company. The new user will receive an email invitation (welcome email) to join Business Joy.

Business Joy offers customizable roles and permissions. You can create roles such as Admin, Manager, and User, and assign specific permissions to control access to different modules and features.